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JVMAX vs MCVAX
JVMAX vs MCVAX Comparison
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JVMAX vs MCVAX Comparison Chart in %
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JVMAX vs. MCVAX commentary
Jul 14, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMAX is a Hold and MCVAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. MCVAX (757M). MCVAX pays higher dividends than JVMAX: MCVAX (1.25) vs JVMAX (0.50). JVMAX was incepted earlier than MCVAX: JVMAX (29 years) vs MCVAX (12 years). MCVAX (1.18) is less costly to investors than JVMAX (1.11). MCVAX is a more actively managed with annual turnover of: 59.00 vs. JVMAX (48.00). MCVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and MCVAX (1000) have matching initial minimum investment requirements. JVMAX annual gain was more profitable for investors over the last year : 5.41 vs. MCVAX (-5.79). JVMAX return over 5 years is better than : 10.76 vs. MCVAX (-24.46).
| JVMAX | MCVAX | JVMAX / MCVAX | |
| Total Expense Ratio | 1.10 | 1.18 | 93% |
| Annual Report Gross Expense Ratio | 1.11 | 1.18 | 94% |
| Fund Existence | 29 years | 12 years | - |
| Gain YTD | 11.641 | 5.370 | 217% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 757M | 3,078% |
| Annual Yield % from dividends | 0.50 | 1.25 | 40% |
| Returns for 1 year | 5.41 | -5.79 | -94% |
| Returns for 3 years | 15.47 | -1.56 | -993% |
| Returns for 5 years | 10.76 | -24.46 | -44% |
| Returns for 10 years | 51.68 | -7.46 | -693% |
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